Account Manager at Theodore & Associates managing client relationships and navigating complex insurance requirements. Located in a hybrid work environment focusing on client retention.
About the role
- Tax Senior handling tax services for privately held companies with a focus on compliance and planning. Supporting managers in providing tax services and maintaining expert knowledge in the field.
Responsibilities
- support managers in providing tax services
- prepare or review federal and state tax returns for U.S. partnerships
- assist in quantitative modeling for private client tax advisory services
- identify and communicate significant tax matters to Managers and Senior Managers
- build effective long-term relationships with clients
- maintain reputation by updating technical knowledge
Requirements
- A bachelor's degree in a related field
- tax, business or financial planning experience
- CPA certification or membership in The Bar (active progress)
- minimum of 2 years of work experience in professional services or professional tax organization
- proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis
- experience with Gift, Estate and Trust tax planning and compliance is a plus
- excellent collaboration and negotiation skills
Benefits
- medical and dental coverage
- pension and 401(k) plans
- paid time off options
- flexible vacation policy
- designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care leaves of absence
- support for physical, financial, and emotional well-being
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